Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.02%
Stock 4.92%
Bond 90.57%
Convertible 0.00%
Preferred 0.09%
Other 1.40%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 88.44%    % Emerging Markets: 10.31%    % Unidentified Markets: 1.24%

Americas 83.63%
75.40%
Canada 2.62%
United States 72.77%
8.23%
Argentina 0.64%
Brazil 1.01%
Chile 0.14%
Colombia 0.42%
Mexico 1.66%
Peru 0.31%
Venezuela 0.20%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.38%
United Kingdom 2.86%
5.82%
Austria 0.02%
Denmark 0.22%
Finland 0.06%
France 1.24%
Germany 0.39%
Greece 0.10%
Ireland 0.28%
Italy 0.68%
Netherlands 1.14%
Spain 0.28%
Sweden 0.04%
Switzerland 0.44%
1.14%
Czech Republic 0.21%
Poland 0.16%
Turkey 0.29%
1.55%
Egypt 0.22%
Israel 0.09%
South Africa 0.63%
United Arab Emirates 0.13%
Greater Asia 3.75%
Japan 0.85%
0.63%
Australia 0.54%
1.12%
Hong Kong 0.36%
South Korea 0.06%
1.15%
China 0.44%
Indonesia 0.10%
Unidentified Region 1.24%

Bond Credit Quality Exposure

AAA 3.28%
AA 12.82%
A 3.01%
BBB 23.87%
BB 28.13%
B 17.41%
Below B 5.58%
    CCC 5.43%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.14%
Not Rated 0.73%
Not Available 5.16%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 7.76%
Corporate 77.55%
Securitized 10.60%
Municipal 0.78%
Other 3.32%
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Bond Maturity Exposure

Short Term
0.47%
Less than 1 Year
0.47%
Intermediate
70.48%
1 to 3 Years
6.58%
3 to 5 Years
25.20%
5 to 10 Years
38.70%
Long Term
24.83%
10 to 20 Years
11.88%
20 to 30 Years
5.44%
Over 30 Years
7.51%
Other
4.22%
As of November 30, 2025
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